Matter Document Collection Form
Chase documents once, not thrice: what exists, what is attached, what is missing.
5 questions · 1 page · about 3 minutes to answer · fully editable after you start
Matters stall waiting for client documents, and email chases lose attachments in threads. This collection form structures the gather: for each document category the matter needs, the client marks have-attached, exists-but-need-time, or does-not-exist – with the upload attached to the response and gaps visible at a glance.
The does-not-exist answers arrive early enough to matter: strategy built on a document the client turns out not to have is a quarter wasted.
Template preview
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Page 1
Documents for your matter
This form lists the documents we need for your matter. Tell us what you have ready and what you are still looking for. It takes about 3 minutes. If your matter is urgent, please contact us directly, as this form may not be read straight away. Please do not include card numbers or passwords.
Q1.Your name and matter reference*
Q2.For each item, where are we?*
| Attached/sent | Exists - need time | Does not exist | |
|---|---|---|---|
| The contract/agreement in question | |||
| Correspondence with the other side | |||
| Financial records relevant to the matter | |||
| Photos or other evidence |
Q3.Attach the most important document here (max 5 MB)
Q4.Anything relevant you have that we did not ask for?
Q5.By when can you provide the rest?*
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